Sales & Marketing

Andy Arnold is responsible for the sales and distribution of our mutual fund and separate account investment products. He is based in Chicago IL.

Mr. Arnold has over 25 years of experience in the financial services industry. His career has focused on business development and consultative selling in asset management.

Prior to joining M3Sixty Capital, Andy served as a Regional VP for Carillon Tower Advisers and a Senior VP for Scout Investments covering the Midwest region. Both roles focused on distribution to the RIA, Bank Trust and Family Office channels.

Andy graduated with a B.S. in Marketing from Southern Illinois University. He also completed the Certified Investment Management Analyst program to earn the CIMA® certification.  Additionally, he maintains the following FINRA licenses: Series 7, 52, 63 & 65

Russ Mergelas is responsible for the sales and distribution of our separate account investment products to the Canadian marketplace. He is based in Toronto.

Mr. Mergelas is an accomplished business development executive with over 20 years of experience in institutional sales and strategic growth. 

At Manning & Napier Advisors, he launched and led the Canadian institutional business, building it to over $2.5 billion in AUM by developing strong relationships with consultants, plan sponsors, and financial intermediaries.  Prior to that, at Brockhouse & Cooper, Russ drove business development across Ontario and supported $3 billion in manager search projects, introducing advanced analytics through a strategic partnership with Style Research Ltd.

Russ holds a Bachelor’s degree in Economics with a Finance minor from Laurentian University, and has completed multiple professional certifications including the Canadian Securities Course (CSC) and FINRA Series 6 and 63 exams.